Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,451 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,784 | $37,039+45.2% | $147,614-63.6% | $59,188-9.1% |
| Participation rate | 93.8% | 63.8%+30.1pp | 84.6%+9.2pp | 69.4%+24.4pp |
| Annual return | 1.28% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $921 | $1,353-31.9% | $5,564-83.4% | $2,098-56.1% |
| Participant deferral / active EE | $3,405 | $2,094+62.6% | $4,895-30.4% | $3,265+4.3% |
| Admin fee / account holder | $3 | $60-94.6% | $11,611-100.0% | $92-96.5% |